Retirement Plan Participants Need Help With Retirement Income
From in-plan to out-of-plan, guaranteed or not, retirement plan sponsors have many options and many decisions to make.
Latest News
Employers Use SDBAs to Give Employees Choice
Self-directed brokerage accounts can also help keep participants in the plan and be an avenue for offering not-so-standard investment options, but they’re not right for every plan.
Strategies to Simplify DC Plan Investment Menus
Plan sponsors can use a layering approach and white labeling to help defined contribution plan participants select investments.
Sponsors Look to Strategically Expand Retirement Benefits
Retirement plan sponsors are looking to enhance their plans to address employees' overall financial wellness.
Confluence of Events Might Affect Plan Size
Retirement plan sponsors should keep an eye on asset flows to maintain purchasing power and understand participant needs.
Plan Sponsor Sued Over ‘Untested’ TDFs
The lawsuit alleges Molina Healthcare offered target-date funds in its 401(k) plan that employed a management style that had never been used before, among other things.
Lawsuit Claims Rehires Were Deprived of Retirement Benefits Owed to Them
The lawsuit says Raytheon violated retirement plan terms and ERISA by not allowing rehires to repay prior distributions and by miscalculating offsets of those distributions.
Climate Disclosure Rules Proposed by SEC
Organizations would be required to disclose their governance of climate-related risks and relevant risk management processes, as well as their greenhouse gas emissions.
Inflation’s Impact on Health Care Costs in Retirement
An analysis from HealthView Services shows how inflation dramatically increases what future retirees will have to pay for health care.
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J.P. Morgan Launches Integrated Retirement Income Spending Tools
Retirement income tools that can be integrated into TDFs provide a way for plan sponsors and advisers to help participants spend down their accumulated balances.
Retirement Industry People Moves
Transamerica names new president of individual solutions; Robeco appoints head of alternative alpha research; Security Benefit Announces CEO Mike Kiley’s retirement; and more.
Understanding Retirement Plan Leakage Triggers and Costs
Participants have numerous reasons for taking a pre-retirement distribution.
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Investment Adviser Announces ‘Green’ 401(k)
The retirement plan solution for small and medium-sized plan sponsors is offered in partnership with Vestwell and Ubiquity Retirement + Savings.
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Investment Product and Service Launches
New Nasdaq-100 index fund institutional share class launches, while Alerian S-Network expands its environmental, social and governance offering.
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Is It Time to Reconsider Self-Funding Health Insurance?
Self-funding can result in cost savings and access to more data to drive better plan designs, but plan sponsors need to weigh that against all they will need...
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SEI Helps Institutional Investors Manage Investment Data
Ledger allows asset owners to view, update and reconcile data from multiple sources.
Fee Considerations for Small Plans
Sponsors of smaller plans should regularly review investment share classes, but another plan type might also be an option.
Investment Considerations for Inflation Protection
Both defined benefit and defined contribution plan sponsors can look for exposures to commodities, real estate and TIPS.
$5.1M Settlement Struck in Costco ERISA Lawsuit
The lawsuit suggested the fiduciaries of the plan breached their ERISA duties by authorizing the plan to pay unreasonably high fees for recordkeeping, among other allegations.
Plan Sponsors Are Mulling Retirement Income Options
Plan sponsors are taking a deliberate approach to adopting retirement income solutions for participants since the passage of the SECURE Act.